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Gender
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Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Ensure all client administrative tasks are fulfilled.
Work with customer operations team to help with deal execution and support.
Understand key client objectives and supports account planning.
Identify additional opportunities for revenue and proactively.
Know required information about the industry, domain, and target personas.
Collaborate closely with internal stakeholders, e.g., relationship managers, sales teams, legal, and order management to support client scenarios.
Own and maintain data hygiene in pipeline for select data fields.
Support on annual price increase process.
Adhere to financial controls and policies, running third-party data responsibly.
Resolve inquiries effectively, performing thorough analyses to address root causes.
Drive data and documentation accuracy across an allocated account portfolio: e.g., locate, verify, and review client contract documentation to ensure completeness and accuracy.
Handle diverse order types, ensuring accurate system entries and fulfilment in a timely and accurate manner.
Desired Candidate Profile
Solid understanding of the financial services industry.
University degree or equivalent work experience University degree or equivalent work experience.
Industry certifications encouraged.
Excellent attention to detail and organizational skills.
Ability to prioritize and handle multiple tasks in a deadline-driven environment.
Problem solving skills: ability to understand, articulate, structure and solve client needs
Relationship building skills.
Company Industry
- Banking
- Financial Services
- Broking
Department / Functional Area
- Sales
- Business Development
Keywords
- Sales Desk Associate Graduate
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